Unclaimed
Corey Smith is a registered representative with PFS Investments Inc. Corey is licensed to sell securities in Texas. Corey has been in the securities industry for 2 years. Corey has passed the Series 63, Series 6TO and SIE exams. Corey specializes in portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
TX
06/23/2021 - Present
PFS Investments Inc. (HOUSTON TX)
BC
Issued 07/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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